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Morningstar Office, a web-based solution for independent financial advisors, brings together investment research, portfolio management, proposal development, and client communication capabilities. This all-inclusive office system is designed to increase advisors' productivity and efficiency while they grow their business.
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Morningstar Launches Advisor Workstation Office Edition, Web-Based System for Independent Financial Advisors
02 June 2004
Morningstar Office Reporting Overview
01 March 2012 |  4.7M
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